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Wealth Planning Associate
Wealth Planning AssociateInternational Search Consultants • Washington, DC, US
Wealth Planning Associate

Wealth Planning Associate

International Search Consultants • Washington, DC, US
9 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Wealth Planning Associate — Washington, DC (Hybrid : Two Days in Office)

ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC on an opportunity open due to growth. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.

This role is ideal for someone early in their wealth management career who wants to learn the full client-advisory process — from planning and investment implementation to direct client interaction — within a highly respected, growth-oriented firm.

What You’ll Do :

  • Support senior advisors in delivering personalized wealth planning and investment management solutions.
  • Prepare and participate in client meetings; handle follow-ups and ongoing requests.
  • Assist with portfolio analysis, trading, and account activity (once appropriately licensed).
  • Gather client data, build financial plans in eMoney, and contribute to strategy discussions.
  • Participate on the firm’s Investment Committee — contributing to research, strategy discussions, and industry conference insights.
  • Partner with the client service team on new accounts, transfers, and cash movement.
  • Collaborate on internal initiatives to streamline processes and enhance the client experience.

What We’re Looking For :

  • 1–3 years of experience in financial services — RIA, family office, or private wealth setting preferred.
  • Bachelor’s degree in Finance, Business, or related field.
  • Strong attention to detail, communication skills, and client-first mindset.
  • Familiarity with CRM systems and financial planning tools (eMoney, Morningstar, etc.).
  • Desire to pursue the CFP® or long-term career in wealth management.

    • If you’re looking for a firm that values mentorship, technical growth, and long-term relationships — this is an outstanding next step.

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    Wealth Planning Associate • Washington, DC, US